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1,706 hedge funds and large institutions have $91.9B invested in Chubb in 2024 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 708 increasing their positions, 585 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 96

21% more repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 585

1% more funds holding

Funds holding: 1,6971,706 (+9)

0.07% less ownership

Funds ownership: 88.88%88.8% (-0.07%)

2% less capital invested

Capital invested by funds: $93.3B → $91.9B (-$1.4B)

4% less call options, than puts

Call options by funds: $477M | Put options by funds: $495M

24% less funds holding in top 10

Funds holding in top 10: 5038 (-12)

Holders
1,706
Holders Change
+9
Holders Change %
+0.53%
% of All Funds
24.64%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.55%
New
131
Increased
708
Reduced
585
Closed
96
Calls
$477M
Puts
$495M
Net Calls
-$17.4M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1051
Legacy Financial Advisors
Kentucky
$634K -$1.8K -7 -0.3%
SPWG
1052
Sage Private Wealth Group
Illinois
$632K +$70.6K +275 +13%
GIA
1053
Gladstone Institutional Advisory
Florida
$631K -$13.4K -52 -2%
MYIA
1054
Mount Yale Investment Advisors
Colorado
$631K -$4.88K -19 -0.8%
SAM
1055
Silvercrest Asset Management
New York
$630K +$46.2K +180 +8%
PP
1056
PDS Planning
Ohio
$624K +$28.5K +111 +5%
WFAG
1057
Worth Financial Advisory Group
North Carolina
$621K +$626K +2,436 New
BB
1058
Burford Brothers
Texas
$620K
PWMG
1059
Prestige Wealth Management Group
New Jersey
$620K +$185K +720 +42%
EH
1060
Equitable Holdings
New York
$614K +$174K +676 +39%
CPWA
1061
Cerro Pacific Wealth Advisors
California
$612K +$617K +2,401 New
GA
1062
Goldstein Advisors
Wisconsin
$612K +$9.76K +38 +2%
KFS
1063
Kurt F. Somerville
$612K
MTIC
1064
Missouri Trust & Investment Company
Missouri
$607K +$611K +2,378 New
VBCG
1065
Valley Brook Capital Group
Pennsylvania
$606K +$145K +565 +31%
HVIA
1066
Hudson Valley Investment Advisors
New York
$604K +$165K +641 +32%
PL
1067
Plancorp LLC
Missouri
$604K +$8.22K +32 +1%
KP
1068
Keel Point
Alabama
$601K +$249K +968 +76%
BEI
1069
Benjamin Edwards Inc
Missouri
$600K -$49K -191 -8%
Fidelity International
1070
Fidelity International
Bermuda
$599K -$6.64M -25,865 -92%
VC
1071
Vicus Capital
Pennsylvania
$598K -$7.96K -31 -1%
EI
1072
Ellevest Inc
New York
$596K +$84.7K +330 +16%
RCA
1073
Ranch Capital Advisors
Florida
$591K +$80.4K +313 +16%
MPI
1074
Mairs & Power Inc
Minnesota
$589K -$182K -710 -24%
SIG
1075
Sky Investment Group
Connecticut
$588K

CB Hedge Fund Activity: Q2 2024 in Review

1,706 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2024, worth a combined $91.9B — down 1.5% from $93.3B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new CB positions and 96 closed out — a net gain of 35 holders — while 708 added to existing stakes and 585 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $285M. The largest seller was JP Morgan Chase, cutting an estimated $329M.

  • 1,706 institutional investors held Chubb (CB) as of Q2 2024, up from 1,697 in Q1 2024.
  • Funds reported $91.9B of Chubb stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 131 funds opened new Chubb positions in Q2 2024 and 96 closed out, a net change of +35 holders.
  • The largest Chubb buyer in Q2 2024 was Berkshire Hathaway, an estimated $285M added.
  • The largest Chubb seller in Q2 2024 was JP Morgan Chase, an estimated $329M sold.

Based on aggregated 13F filings for Q2 2024.